This course reviews the various ways to purchase items and services at CWRU and when to use each (Accounts Payable, Card Suite, Internal Billing, SmartCART and eProcurement). The Accounts Payable portion explains when and how to submit a Payment Request. The eProcurement section reviews the eProcurement module of PeopleSoft Financials, including how to submit quotes, establish a blanket PO, create a contract, enter a requisition, use SmartCART, and inquire on a requisition.

This class is an core or elective class for the Certificate of Financial Management. Details about the Program can be found on the CAPS Program page.

Go to connect.case.edu and log in with your CWRU Network ID and password. Go to the Training Catalog and choose Purchasing at CWRU from A to Z to start the training.

To gain access to eProcurement and Accounts Payable modules, a 80% or higher must be received on the Final Quiz.

This class is held in a computer lab.

More resources for Purchasing at CWRU:

- Complete Payment Request Uses List

- PCard Policy

- Contract Review and Execution Policy (OGC)

- Independing Contractor Information

- Procurement Policy

- Journal Source List

- Indviduals must register for classes in order to attend.

- It is requested that individuals who must cancel their participation give at least 24 hours notice to the CAPS training team.

- A $25 no-show fee will be assessed to the department of an individual that registers for a class but does not appear and had not cancelled his/her registration.

- All CAPS classes will start at the time scheduled. Registrants are asked to arrive five to ten minutes early in order to be prepared for class.

- Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive credit for the course towards certification. If time accomodations need to be made, registrants should contact the CAPS facilitator at least 24 hours prior to the start of class.

Please read the complete CAPS Participation Policy.